KA
IVZ icon

Kintegral Advisory’s Invesco IVZ Stock Holding History

Kintegral Advisory’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,771
Closed -$494K – 258
2024
Q1 		$494K Sell
29,771
-93
-0.3% -$1.5K 0.05% 222
2023
Q4 		$533K Sell
29,864
-191
-0.6% -$2.76K 0.06% 211
2023
Q3 		$436K Sell
30,055
-18
-0.1% -$290 0.05% 211
2023
Q2 		$506K Hold
30,073
– – 0.06% 207
2023
Q1 		$493K Sell
30,073
-1,616
-5% -$28.8K 0.06% 206
2022
Q4 		$570K Buy
+31,689
New +$542K 0.08% 195
2019
Q1 		– Sell
-4,715
Closed -$79K – 283
2018
Q4 		$79K Buy
+4,715
New +$94.4K 0.02% 280

Other funds holding IVZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return